Jerome Holder’s Post

According to a recent J.D. Power Financial Insights report, almost a third of consumers do not use any tool to track their finances. This highlights a significant opportunity for midsize banks to step in as stewards to their customers. By assisting in building financial health, long-term trust, and relevancy, banks can establish stronger relationships with their customer base. #Finance #Banking #CustomerTrust

Critical information not just for banks, but for credit unions as well! This can be a great way to enhance consumer financial IQ and provide added value to building stronger B2C relationships. Thanks for the report Todd Morin! I miss the days of running the Banking Practice at J.D. Power!

If you're interested in how financial relationships can drive growth and stability, I'd love to hear your thoughts and discuss further! See my article at https://lnkd.in/enDuYePj #BusinessPartnership #FinanceInsights #LidionBank

Find out below what our Banking & Finance team have been up to recently. #Banking #Finance #WalkerMorris #ForgeYourOwnPath

Exciting free event for new businesses to get advice on starting up. Get yourself along and register below.

#FinancialLiteracyMonth is a great time to get familiar with all the ways America's leading retail banks help consumers build healthy money habits. From online resources to in-person workshops, read how these six banks help support financial literacy: https://lnkd.in/e6rJdnFj #banking #finance

Banking Insights Unveiled: Delve into essential ratios to grasp the intricate financial dynamics. Discover key metrics shedding light on the banking sector, offering valuable insights for informed decisions and understanding the business landscape. . . . . .  #BankingRatios #FinancialAnalysis #hbfdirectlimited #investing

End of financial year for small and medium businesses: what are we seeing? Our Vic. and Tas. Managing Director - Relationships, Ben Tuszynski, shares his insights that SMEs are continuing to lead the way this month, with continued evidence of expanding headcounts and improved business conditions. There’s never been a more important time to partner with a bank that backs your business. The relationship banking team couldn’t be prouder of our customers as June comes to a close. Want to know more about the current economic landscape? Click to view the full report and infographic: https://lnkd.in/gdbHUX-x

In this year’s edition of Bankers as Buyers, Lee Farabaugh of Monarch discusses the importance of building relationships and closing deals—specifically through software tools that streamline work and improve rates—for financial services firms and financial institutions to succeed. Download the full report to learn more. #Banking #Fintech https://hubs.ly/Q02rZvm70

At MAi, we know the world of banking is fast paced. On this Leap Day, take a moment to assess this year’s early progress and set new goals. 💡 Use this extra day to evaluate your achievements and outline your next big moves. Remember, strategic planning today is the key to success tomorrow and the months to come. 📈🎯 How will you take advantage of Leap Year this year? 🤔 #leapyear #bankingstrategy #goalsetting #successmindset #professionaldevelopment #extradayextragoals #futureplanning